1L
IBHI icon

10Elms LLP’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

10Elms LLP’s Portfolio IBHI Stock Details IBHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.3K Buy
1,251
+700
+127% +$16.4K 0.01% 322
2026
Q1 		$12.8K Hold
551
– – 0.01% 390
2025
Q4 		$13K Hold
551
– – 0.01% 370
2025
Q3 		$13.1K Buy
551
+400
+265% +$9.46K 0.01% 391
2025
Q2 		$3.58K Hold
151
– – ﹤0.01% 492
2025
Q1 		$3.51K Hold
151
– – ﹤0.01% 512
2024
Q4 		$3.54K Buy
+151
New +$3.57K ﹤0.01% 503

Other funds holding IBHI

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $520M AUM 21.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

10Elms LLP's IBHI Position: Q2 2026 in Review

10Elms LLP increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 127% in Q2 2026, buying an estimated $16.4K and bringing the position to 1,251 shares worth $29.3K. The position accounts for 0.01% of the portfolio, ranked #322.

10Elms LLP first reported a position in IBHI in Q4 2024 and has held it in 7 quarters since. 93 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

  • 10Elms LLP held 1,251 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $29.3K as of Q2 2026.
  • 10Elms LLP bought 700 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $16.4K.
  • iShares iBonds 2029 Term High Yield and Income ETF made up 0.01% of 10Elms LLP's portfolio in Q2 2026, its #322 holding.
  • 10Elms LLP first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 93 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

Based on 10Elms LLP's 13F filing for Q2 2026, filed 14 Aug 2026.